Join Digital Content Manager Kimberley Dondo as she speaks with Shelley Read, Senior Protection Technical Manager at Royal London, on everything income protection (IP). Shelley answers key questions: What exactly is IP? Why is it critical for financial resilience? And how can advisers ensure clients are properly covered? From navigating underwritin…

In this week's Weekend Essay, news editor Dan Cooper shares his incredible journey over the past year at Money Marketing. From breaking major news stories to navigating the fast-paced world of finance, Dan reflects on personal highlights, challenges, and lessons learned along the way. Discover his thoughts on the sector's future and the exciting op…

Chancellor Rachel Reeves' first Budget as chancellor was one of the most anticipated in recent history. And there are no shortage of talking points, from rises in capital gains tax and national insurance contributions for employers to pensions being brought into the scope of inheritance tax. To discuss this and more, editor Tom Browne is joined by …

In this episode of In Conversation With..., host Kimberley Dondo sits down with Zoë Dagless, Director & Chartered Financial Planner at Meliora Financial Planning, to explore her inspiring journey from financial adviser to founder. Zoë shares her pivotal experiences within The Verve Foundation's Adviser Incubator, revealing the support, mentorship, …

In this Weekend Essay episode, Momodou Musa Touray dives deep into the growing issue of scams. With more people falling victim to fraud every day, he shares personal stories and alarming statistics, highlighting that scams can ensnare even the savviest individuals. As we recognise Scams Awareness Week, it's time to examine how prepared we really ar…

Join Kimberley Dondo, Digital Content Manager at Money Marketing, as she sits down with Jordan Sriharan, Fund Manager at Canada Life Asset Management, for a critical discussion on navigating the current market landscape. In this episode, Jordan delves into the evolving economic outlook, highlighting key adjustments to his original projections in li…

Join Kimberley Dondo, Lois Vallely and Tom Browne from the Money Marketing team for the third episode of MM Talks! This episode explores the FCA’s consolidation review, and speculation of the upcoming budget’s impact on financial advisers, and shares chillingly true finance horror stories from the internet! Listen now:…

In this episode of The Weekend Essay, Amanda Newman Smith discusses the challenge of balancing old clients while attracting new ones. She compares the marketing of The Cure’s new album with the financial advice industry, noting the importance of evolving without losing loyal customers. Amanda also highlights the difficulties young advisers face ent…

In this episode of In Conversation With..., host Kimberley Dondo chats with Julie Greenwood from Octopus Money and Hayley Rabbets from The Verve Foundation about closing the advice gap through industry collaboration. They discuss achieving tangible outcomes, balancing altruism with commercial goals, and why a family-centric approach is key to moder…

In this episode of the Weekend Essay podcast, Lois Vallely recounts her experience with a recent email hack and discusses the growing prevalence of phishing scams. She highlights the vulnerabilities financial firms face and shares practical advice on protecting sensitive information better. Join Lois as she emphasizes the importance of being aware …

In this episode of In Conversation With..., Kimberley Dondo talks with William Marshall, CIO and Head of Wealth Investment at Hymans Robertson Investment Services. They dive into key topics like sequencing risk, debunking longevity myths, and how Hymans Robertson's holistic approach supports clients in retirement. William also addresses how the Con…

In this week's Weekend Essay, editor Tom Browne dives into one of our biggest fears: public speaking. From awkward job interviews to addressing packed rooms, Tom reflects on his journey from shyness to confidence, and how mastering public speaking can be a game-changer in both personal and professional life. Tune in now:…

Join Kimberley Dondo in conversation with Jo Wall, Founder of Joyful Wealth, who shares her inspiring journey to becoming a successful entrepreneur with the help of the Verve Foundation's incubator program. Discover how Jo launched her own firm and how she believes financial advice and coaching can empower clients. Tune in now:…

In this week’s Weekend Essay, Dan Cooper dives into the growing trend of football clubs partnering with high-risk CFD trading firms. Are clubs prioritising profit over fans? Should there be better regulation to protect supporters from risky financial products? Tune in as we explore the dark side of the beautiful game and its sponsorship deals. List…

In this In Conversation With... episode, Kimberley Dondo chats with Rory Albon, founder of Albon Financial Planning. Rory shares his journey to launch his firm and his approach to investment optimisation, retirement planning, and financial well-being. He offers insights into balancing saving and investing, managing tax efficiency, and safeguarding …

In this Weekend Essay, Amanda Newman Smith shares a personal story highlighting the importance of excellent customer service, especially when dealing with vulnerable clients. She contrasts negative experiences with a paint company and a clock supplier against a positive resolution with NatWest bank when assisting her elderly mother. This episode un…

Join Kimberley Dondo in conversation with Rachel Edwards, a Financial Planner who took the leap from a successful career to launch her own firm. Hear about Rachel's inspiring journey through The Verve Foundation's Adviser Incubator, the "aha" moments that solidified her entrepreneurial path, and the valuable lessons she learned along the way. Gain …

In this episode of In Conversation With… James Tucker, founder and CEO of Twenty7Tec, talks to host Lois Vallely about his journey in the mortgage and wealth tech space. They discuss the challenges of scaling tech businesses and the evolving customer expectations, especially among younger generations, who demand seamless, technology-driven experien…

In this episode of the Money Marketing Awards podcast, Kimberley Dondo sits down with Sebastian Field, Associate Financial Planner at Attivo and winner of the Financial Adviser 2B category at the 2023 Money Marketing Awards. Sebastian shares actionable tips for those starting out, from building essential skills to forging valuable industry connecti…

In this Weekend Essay, Lois Vallely explores her own financial red flags and how they might impact relationships. From keeping finances separate to the importance of financial transparency, Lois delves into how money habits can influence our personal lives. Discover the surprising results from Ford Money's survey and why discussing finances openly …

In this episode of In Conversation With… M&G Wealth Advice managing director Tom Hegarty and Money Marketing chief reporter Lois Vallely talk about the sharp decline in the number of UK financial advisers, from over 200,000 in the 1980s to just over 31,000 today. To address these challenges, Hegarty highlights several initiatives aimed at attractin…

Join us for a special episode of the Money Marketing Podcast as we delve into the world of adviser development with Gee Footit, Senior Manager - Partnerships at St. James's Place Financial Adviser Academy, the proud winners of the 'Best Adviser Academy' award at the 2023 Money Marketing Awards. Discover the secrets behind their success, gain insigh…

In this Weekend Essay, Tom Browne takes a nostalgic yet cynical look at the Oasis reunion, questioning the motives behind it and whether the band can recapture their former glory. Join us as we delve into the complexities of Britpop nostalgia, the economics of reunions, and the unanswered questions surrounding this highly anticipated comeback. Can …

In this episode of In Conversation With..., embark on an inspiring journey with host Kimberley Dondo and guest James Wallis, Founder & Chartered Financial Planner at Aristotle Financial Planning as he shares his transformation from financial professional to successful entrepreneur. Discover the key moments that ignited his passion for starting his …

In this special episode of the Money Marketing podcast, we sit down with Jamie Sexton, Director of Client Servicing at True Potential, the proud recipient of the Best Retirement Advice Firm award at the 2023 Money Marketing Awards. Discover the secrets behind their client-centric approach, innovative strategies, and commitment to empowering retiree…

In his Weekend’s Essay, Dan Cooper takes a hard look at the reality of summer holidays in 2024. With skyrocketing costs and post-Covid price hikes, many families are finding that a sunny getaway is simply out of reach. Dan questions the fairness of rising fines for term-time absences while holiday providers continue to push prices higher. Is it tim…

In this In Conversation With... episode, Kimberley Dondo as she talks with Cathy Brennan, Senior Financial Planner at Knightsbridge Wealth Management, about her transition from adviser to business owner. Cathy shares her experiences with The Verve Foundation's Adviser Incubator and discusses the importance of setting boundaries with herself and cli…

Join us on this episode of The Money Marketing Awards Podcast as we chat with Scott Daniels, Co-Founder of PLUS Group, about their award-winning paraplanning service. Discover what sets their service apart, how they deliver exceptional value to financial advisors, and their insights on future industry trends. Tune in to hear Scott’s thoughts on ind…

In her Weekend Essay, Kimberley Dondo delves into a cautionary tale from Reddit about how one couple’s financial secrets nearly derailed their future. Discover why open communication and professional advice are essential in relationships, especially when money is involved. Listen now: Weekend Essay: When ‘what’s mine is yours’ goes wrong.…

In this episode of In Conversation With..., host Kimberley Dondo sits down with Oli Brown, Investment Director at RC Brown Investment Management, to explore why the UK market is entering a prime period for investment. They discuss the resurgence of IPOs and fundraising, the potential growth in the AIM market, and how investors can leverage these op…

In this episode of the Money Marketing Awards Podcast, host Kimberley Dondo sits down with Hayley Rabbets, Head of the Verve Foundation and winner of the 2023 Charity Champion of the Year award. Hayley shares the journey that led to her organization's recognition, highlighting key initiatives and the essential factors behind their success. The disc…

In this Weekend Essay episode, Lois Vallely delves into the often overlooked world of fund naming. Inspired by her childhood love of naming pets, she contrasts the creativity in naming animals with the rigid, sometimes dull world of investment fund names. Vallely explores why fund names are often so plain, the role they play in investor decisions, …

In this episode of "In Conversation With...", host Kimberley Dondo sits down with Phil Bray, Founder and Director of The Yardstick Agency. With nearly three decades in the financial services industry, Phil shares insights from his career journey, exploring how his diverse roles have shaped his understanding of the challenges and opportunities facin…

Join us for a jam-packed episode of MM Talks with Kimberley Dondo and Lois Vallely. We'll dissect the Consumer Duty's impact on financial advisors, break down the financial implications of Labour's recent win, and explore the latest industry trends. Plus, get valuable tips on managing financial stress and boosting well-being. Don't miss our "Financ…

In this heartfelt essay, Amanda Newman Smith reflects on the profound impact of losing her father 20 years ago, coinciding with the anniversary of Green Day's album "American Idiot." She shares her emotional journey through grief, the unexpected ways it shaped her life, and the importance of emotional support and financial planning during such time…

Join host Kimberly Dondo in a compelling episode of "In Conversation With..." as she chats with Dr. Louis Williams, Head of Psychology & Behavioural Insights at Dynamic Planner. They explore the impact of Consumer Duty regulation on financial advisors, defining vulnerability, and identifying challenges in supporting vulnerable clients. Dr. Williams…

In this episode, we dive into Momodou Musa Touray's latest essay on the urgent need for UK pension reform. With the Labour government's recent election victory, Chancellor Rachel Reeves has launched a landmark review aimed at fixing the broken pension system. We explore the proposed two-stage reform strategy, the potential for boosting pension pots…

In this episode of In Conversation With, host Lois Valley chats to the three founders of Finova Money: Rob Schwartz, Rob Bell and Scott Millar. The business, which recently celebrated its first anniversary, was established to focus on client-centred financial planning. They talk about the importance of a client-centred approach, focusing on lifelon…

In this weekend essay, Dan Cooper reflects on Gareth Southgate’s emotional resignation following another Euro final defeat. While Southgate's tenure ended without the long-sought trophy, Cooper humorously explores how Southgate's skills might translate to a new career in financial advice. From strategic planning and team leadership to maintaining i…

In this episode of In Conversation With, host Lois Vallely welcomes Tom Mathar from Aegon UK's Centre for Behavioural Research. They talk about the three unprecedented challenges in financial wellbeing: increased longevity requiring more funds for longer lives, the shift of long-term financial planning responsibility from the state to individuals, …

In this episode, host Kimberley Dondo chats with Fotis Chatzimichalakis of Impax Asset Management about shifts in sustainable investing, Impax’s strategy updates, and future predictions. Gain insights on advisor support and emerging market trends. Listen now:By moneymarketing

Join editor Tom Browne as he delves into the dramatic shift in the UK's political landscape following a historic election night. With Labour securing a staggering majority and the Conservatives facing a crushing defeat, Browne explores the implications of such a sweeping victory. Reflecting on past political landslides and their consequences, this …

In the third episode of Royal London’s pensions and protection podcast, Ken Scott, Head of Investment Solutions, discusses how advisers can balance insurance and investment to support their clients. He emphasizes the importance of insuring against uncertain events and planning for retirement, highlighting the benefits of starting early and using po…

In this episode of "In Conversation With...", host Kimberley Dondo sits down with John Canady, CEO of National Philanthropic Trust. Dive into the world of donor-advised funds and their impact on wealth management in the UK. Discover the evolution, benefits, and emerging trends in philanthropy, with a focus on sustainable and impact investing. John …

Tune in to our latest Money Marketing podcast for a recap of June and a sneak peek at what's coming in our July issue. We also discuss what the Election could mean for financial advice. Don’t miss this special episode! Listen now: https://www.moneymarketing.co.uk/By moneymarketing

In this weekend essay, Lois Vallely explores the uncertainties of retirement planning. Despite early pension contributions and financial guidance from her dad, she worries about having enough savings for a comfortable retirement. Vallely discusses various factors affecting retirement needs and highlights the conflicting advice on required pension p…

On this episode of "In Conversation With...," host Kimberley Dondo sits down with Tessa Lee, Managing Director at moneyinfo, to dive into the findings from recent research by moneyinfo and Compeer. They explore the evolving digital landscape in financial advising, highlighting what high-net-worth investors now demand in digital services, the specif…

In this Weekend Essay, Amanda Newman Smith argues for inclusive financial advice, traditionally reserved for the wealthy. She highlights the need for scalable, tech-driven solutions and praises firms offering subscription-based services and detailed benefits research. Smith hopes regulatory changes will spur innovation, making financial advice acce…

In this episode of In Conversation With, host Lois Vallely chats to Steve Jordan, director and co-founder of Five Wealth. Jordan shares his views on why he believes the future lies in ESG portfolios, despite their current patchy performance. He also discusses his path into the financial advice profession and offers insights into what the future of …

In this Weekend Essay, Darius McQuaid discusses how St. James’s Place (SJP) uses Virtual Reality (VR) to enhance training for Independent Financial Advisers (IFAs), improving empathy and vulnerability skills. Supported by PwC research, VR proves more effective than traditional methods. McQuaid humorously suggests VR zombie scenarios to make regulat…